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Partner Relationship Management
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            Select a Partner to Connect With

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            1. Salesforce Help
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            3. Partner Relationship Management

            Select a Partner to Connect With

            After giving partner admins permission to connect to the vendor’s Salesforce org, vendor admins kick off the Partner Connect setup process by selecting a partner company to connect with. After a vendor admin selects a partner, Salesforce sends an email to the partner admin with instructions on how to complete the connection request.

            Required Editions

            Available in Lightning Experience in Enterprise and Unlimited Editions with Sales or Service. Vendors must purchase a PRM add-on license for the partner admin user and each partner user who exports records. Partners aren’t required to purchase PRM licenses to use Legacy Partner Connect.
            User Permissions Needed
            To set up Partner Connect in a vendor org: Customize Application

            Make sure you authorized this partner to connect with your org by assigning the Partner Admin Approved for Vendor Org Connection permission set.

            1. From Setup, in the Quick Find box, enter PRM, and then select Partner Connect for Vendors.
            2. Under Connect, from the Invite Partners to Connect section, click Add Partner.
            3. Provide the partner account for the company you’re working with and the username of your partner admin, and then click Save and Email Partner.
              Partner Connect adds the partner account name to the external client app created for this connection. That way, you and other admins at your company can see which external client app connects you to each partner org. Partner Connect emails partner admin notifications to the partner user that you provide.

            This vendor is added to the Partner list. An email is sent to the partner admin with details about your org and partner site that the partner admin must provide during their own Partner Connect setup. When the partner admin completes the connection between orgs, the connection status banner for this partner changes from Invitation Sent to Connected. But partner users can’t export records from your Experience Cloud partner site until all vendor and partner setup steps are complete.

            The next setup step for vendor admins is to select the objects and fields that you want to integrate with your partner’s org. You can proceed to that step before the partner admin completes the connection between orgs.

            See Also

             
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